RIA

Flexible Custody Solutions for Today’s RIAs

There’s a reason you chose to be independent. You’re building the business you want while creating an exceptional client experience. You have the vision and the drive. It’s time you had the systems and support to operate more efficiently.

That’s why we offer the AdvisorSuite, AdvisorSuite Premier and AdvisorSuite Digital platform options. Each is designed to integrate with industry-leading technology partners and solutions, creating a customized operating system for each firm.

ABOUT OUR PLATFORMS

AdvisorSuite

Advisor Suite provides our correspondent firms the ability to build a digital ecosystem scaled to the needs of their business. We have invested in the back-office infrastructure to be your custodian of choice with a wide range of integrated platform solutions from leading technology providers.

AdvisorSuite Premier

AdvisorSuite Premier provides our firms a robust turnkey solution designed to enrich all aspects of your practice. From an intuitive SMA and UMA platform for third-party managers and your own models, to integrated financial planning tools and CRM connectivity, we have solutions to help you get business done.

AdvisorSuite Digital

AdvisorSuite digital helps our firms build a presence in the digital advice space and provide a compelling offering for clients while streamlining operations. In today’s digital economy, we realize the importance of having a next-generation offering and we can help with the right direct to consumer or advisor-assisted digital offering.

Dedicated service to support you

Beyond the technology and solutions, you’ll want the right partner too. From platform design through onboarding and beyond – our team is focused on your success. Highly responsive service from our Omaha-based client services group lets you focus on your clients.

Scalability to match your growth

Our turnkey solutions are designed to work with RIAs of nearly any size. Whether your plan is to grow your client base, focus on a niche market or broaden your product offerings, COR’s customizable platform can evolve with your business.

CONNECT WITH COR CLEARING

At COR Clearing we are focused on creating business partnerships that empower the success of the firms we serve. By providing flexible brokerage and clearing platforms and strategic services, our correspondents can focus on growing their business.

Let’s connect to see if our clearing and custody solutions are right for your firm.